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All GLG News Analyses Filed Under: Hardware

Articles with lock require a GLG News subscription
Posted June 9, 2008
Penny Wise Pound Foolish
Analysis of: iPhone 2.0 Prices: $250, $350, $450 with Subsidies | www.displayblog.com
Author: GLG Member Program Contributor
Apple is willing to be flexible on initial pricing, but is it going to be enough to really ramp up sales.   My guess is it will not unless there are a range of new rate plans from the telecoms. 
Posted June 9, 2008
Fujitsu's WiMax semiconductor forecast - Speculation or reasonable expectation?
Analysis of: Fujitsu Sees $1B WiMax Chip Sales by 2011 | www.eweek.com
Author: GLG Member Program Contributor
Fujitsu's forecast of its WiMax chip sales has to be based on assumptions about the size of the WiMax market and then the share of the WiMax semiconductor market it can capture against formidable competition from larger, well established wireless semiconductor vendors as well as entrepreneurial...
Jin Kim Posted June 9, 2008
iPhone 2.0 Prices: $250, $350, $450 with Subsidies
Analysis of: iPhone 2.0 Prices: $250, $350, $450 with Subsidies | www.displayblog.com
Author: Jin Kim, Founder and President DisplayBlog
Apple's iPhone 2.0 sales will achieve incredible sales due to subsidized prices from mobile operators in the US and Europe. Currently the 16GB model has a retail price of $499; I am expecting a subsidized price of just $349.99. The 8GB model, if continued, will have a $249.99 subsidized price while...
Cliff Bell Posted June 9, 2008
The Kindle is a key to the next user interface
Analysis of: Thin, flexible, low-power digital paper is just around the corner. Will your next book or newspaper be 'e'? | www.computerworld.com
Author: Cliff Bell, Chief Information Officer Infogain Corporation
1. Paper and Pen are a natural for people when it comes to ideas and creativity 2. Simplicity is important when it comes to design
Joe Weingarten Posted June 9, 2008
Memory prices will be moving upwards.
Analysis of: Memory market shows signs of a rebound | www.digitimes.com
Author: Joe Weingarten, Executive Director Macintosh Reseller Association
A primary factory in many products from phones to computers and all the hand held devices in-between is memory. What could be the effect of this report.
Posted June 6, 2008
iPhone capabilities open a lot of new doors
Analysis of: Published: The mother of all iPhone patents | apple20.blogs.fortune.cnn.com
Author: GLG Member Program Contributor
If you look closely at the patent you will be able to easily extrapolate to the iPhone being used in real-time diagnostic applications both industrial and biomedical.  Apple has laid a very solid groundwork for diversification into a wide range of profitable new ventures.
Posted June 6, 2008
iPhone killer due
Analysis of: The Guessing Game Has Begun on the Next iPhone | www.cnbc.com
Author: GLG Member Program Contributor
The next iPhone will likely be more business friendly, with easier transfers of contact information, a word processor, and especially the ability to email photo and document attachments. Cult-like marketing cannot cover up the iPhone's weaknesses, and South Korean manufacturers will be responding with...
Posted June 3, 2008
Intel and the world of wireless – not necessarily a winning combination
Analysis of: Intel’s Chief on Strategy, Globalization and the Price of Oil | bits.blogs.nytimes.com
Author: GLG Member Program Contributor
Paul Otellini’s comments on the need to invest in alternative energy sources and reinvigorate math and science education in the U.S. are unexceptionable. The same cannot be said of his comments about competition for chipsets in wireless enabled devices with form factors that are smaller than notebook...
Posted June 2, 2008
Design can't change physics
Analysis of: Apple raises prospect of solar-powered iPhone | technology.timesonline.co.uk
Author: GLG Member Program Contributor
This doesn't seem practical. I've done a back-of-the-napkin calculation below to determine how much power you could get from a solar iPhone. You could use it in a pinch if you need a few minutes of talk time, but only if you're outside and the sun is shining. To fully charge it, you'd have to sit it...
Posted June 2, 2008
Hackers Pose a Threat to Smart Phones – Where There is Disaster There is Opportunity for Investors
Analysis of: Do Hackers Pose a Threat To Smart Phones? | online.wsj.com
Author: P.J. Louis, President PJ Louis LLC
Smart Phones are small computers that are transitioning from simple voice devices to financial transactions devices. What do you think the bad guys will do?  
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